1. Conducting an Account Review

  • Schedule account reviews (CSD)
    • Prioritize client reviews
    • Schedule reviews
  • Create "Account Review Process" document (CSM / Strategist)
    • Copy from template
    • Fill out client information
  • Conduct account review meeting (CSD / CSM / Strategist)
    • Review "Account Review Process" document to identify opportunity areas and gaps
    • Hold Meeting
  • Implement agreed-upon strategy (CSM / Strategist)
    • Update "Stack Rank" document
    • Update Asana